Presentations
- "Protecting Assets While Qualifying for Medicaid," presented for NBI, Inc. and area nursing homes, 2018 - present
- "Lookback v. Crisis Planning," various presentations to local financial advisors, 2019 - present
- “Don't Leave Difficult Decisions for Your Loved Ones,” various presentations to local credit union membership and chapters, 2015 - present
- "Medicaid Income Eligibility and VA Aid and Attendance," various presentations to local skilled nursing facility management teams, 2019
- "Power of Attorney: Facts & Myths," various trainings to local skills nursing facility management teams, 2019
- "Applying for Medicaid: The Four Eligibility Requirements," NBI Continuing Education Seminar, 2018
- "The Lookback Period and Qualifying Asset Transfer Rule," NBI Continuing Education Seminar, 2018
- "The Probate Process from Start to Finish," presented for NBI, Inc. and for local financial advisors, 2017 - present
- "Estate Financial & Health Care Planning for Elder Clients" - presented for NBI, Inc., 2010
- “How To Plan for Incapacity,” NBI Continuing Education Seminar, 2010
- “2005-2008 Indiana Probate Legislative Update,” co-presenter with Magistrate Phillip Houk of Allen Superior Court, Fort Wayne Estate Planning Council, 2008
- “Business Succession Planning: What Happens if You're No Longer the Boss?” Business People, June, 2008
- "GRATS: Now Is The Time," various presentations to local legal and financial advisors, 2008
- "When Does Your Client Need A Trust?" presented for Indiana Continuing Legal Education Forum, 2007
- “Trusts & Death Taxes: A Basic Primer on Estate & Inheritance Taxes,” ICLEF Continuing Education Seminar, Fort Wayne, 2007
- “Business Succession Planning: Buy-Sell Agreements,” NAIFA Annual Meeting, Fort Wayne, 2001
- “Limits of Zealous Representation,” Benjamin Harrison American Inns of Court Meeting, Fort Wayne, 2001
- “Medical Malpractice Guidelines: Sword or Shield?” Midwest Medical Research Foundation Annual Conference, Fort Wayne, 1995
- "Top 10 Tips to Avoid Probate," various presentations to local financial advisors and clients, various years
